Plan Snapshot
- Plan Sponsor: Center For Family Representation
- Sponsor EIN: 510419496
- Sponsor Address: 40 WORTH STREET, NEW YORK, NY, 10013
- Plan Type: DC
- Total Participants: 157
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 157 | $3.3M | $721,880 | $0 |
| 2023 | 139 | $2.5M | $565,021 | $0 |
| 2022 | 116 | $1.8M | $360,406 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GALLEROS ROBINSON CPAS, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $6,666 | — | $6,666 | — | — |
| 2023 | $5,153 | — | $5,153 | — | — |
| 2022 | $4,560 | — | $4,560 | — | — |